Relationship Manager
Published date: 2024/01/10
- Location: Navi Mumbai, Maharashtra, India
Core Responsibilities:
Revenue Generation:
Achieve Bank's objectives in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets/targets from client relationships across all product groups
Relationship Management:
• Seek and acquire new client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank products and services
• Manage the client relationships by handling activities ranging from identifying clients' financial needs, advising, structuring the deal,preparing the terms and conditions and closing the deal.
• Assess banking needs and risks for clients and manage client relationships accordingly to optimize riskreward for the Bank
Communication/PR of the Bank's product:
• Undertakes brand communication initiatives for designated product
• Communicates product positioning messaging that differentiates Bank's products in the market
Market Research:
• Illustrates understanding of consumers, competition and current market conditions through primary and secondary research
Credit Appraisal:
• Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows, Management Risk, Industry Risk, Economic conditions
Documentation and Compliance:
• To maintain high quality standards of documentation, client communication, process compliance, ongoing basis with product partners / OSD
Revenue Generation:
Achieve Bank's objectives in terms of earnings, assets, liabilities, credit quality etc. as per agreed budgets/targets from client relationships across all product groups
Relationship Management:
• Seek and acquire new client relationships by understanding the customers financial needs and provide suitable solutions in terms of providing bank products and services
• Manage the client relationships by handling activities ranging from identifying clients' financial needs, advising, structuring the deal,preparing the terms and conditions and closing the deal.
• Assess banking needs and risks for clients and manage client relationships accordingly to optimize riskreward for the Bank
Communication/PR of the Bank's product:
• Undertakes brand communication initiatives for designated product
• Communicates product positioning messaging that differentiates Bank's products in the market
Market Research:
• Illustrates understanding of consumers, competition and current market conditions through primary and secondary research
Credit Appraisal:
• Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows, Management Risk, Industry Risk, Economic conditions
Documentation and Compliance:
• To maintain high quality standards of documentation, client communication, process compliance, ongoing basis with product partners / OSD
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